See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,242 | $58,577-7.4% | $83,333-34.9% | $64,186-15.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.09% | 9.65%-13.7pp | 10.63%-14.7pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,462 | $2,098-30.3% | $3,379-56.7% | $2,381-38.6% |
| Participant deferral / active EE | $3,676 | $4,654-21.0% | $5,565-34.0% | $3,470+5.9% |
| Admin fee / account holder | $21,984 | $9,275+137.0% | $7,510+192.7% | $4,888+349.8% |